Thato Dorothy Mello
Financial Advisor
Polokwane
Summary
High-energy financial advisor with 6 years of experience at Old Mutual, equipped with a Diploma in Human Resources Management. Proven ability to drive client performance, foster long-term financial habits, and align business goals with personal coaching. Seeking to leverage coaching aptitude, deep industry insight, and a people-first approach in a Development Coach role to shape the next generation of financial advisers.
Overview
13
13
years of professional experience
20
20
years of post-secondary education
5
5
Languages
Work History
Financial Advisor
Old Mutual Life Assurance
Polokwane
08.2019 - Current
- Built strong relationships with more than 500 clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Assisted junior advisors, sharing knowledge, expertise, and best practices to enhance performance.
- Increased assets under management through targeted business development efforts.
- Increased client retention rates with personalized communication and regular portfolio reviews.
Secretary to Worksite Manager
Old Mutual
Polokwane
06.2014 - 07.2019
- Provide support to 25 team Advisers and 2 Operations Support Consultants
- Manage and prioritize matters that require the Manager's attention
- Plan, organize and co-ordinate events, meetings or other engagements as is reasonably required by the Manager
- Liaise between the client and Head office
- Advise on the outstandings for new business and give feedback accordingly
- Capturing new Business and make follow up
- Attend to the Enquiries from the clients e.g. Death Claims Department
- Attend to enquiries and queries from Financial Advisers
- Ensure Advisers satisfaction regarding their worksite practices
- Manage information, implement and maintain a reliable filing system
- Take Minutes at Team Meetings
- Responsible for ensuring new recruits attend the relevant training sessions
- Managed approximately 30 calls , emails per day
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data
Human Resource Personnel
Raphathu Electrical
Polokwane
06.2012 - 05.2014
- Provide high quality support to the Employees and management
- Liaison between 35 employees and management
- Maintaining personnel records
- Responsible for recruitment of new staff including temporary staff
- Orients new employees by providing orientation information, reviewing company policies
- Responsible for monthly payroll of 35-40 employees of the company
- Documents human resource action by completing forms, reports, logs and records
- Coordinate meetings and training
- Properly handle grievance and complaints procedure
- Deal with employee requests regarding HR issues, rules and regulation
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
Education
Certificate - Payroll
Tshwane University of Technology
NDip - Human Resource Management
Tshwane University of Technology
Grade 12 -
Marobathota High School
Polokwane 12.2005 - 12.2025
Certificate in Financial Planning ( 2 Module Left
Milpark Education
Online Study04-2026
Skills
- Motivating and inspiring others
- Client Relationship Management
- Tech platform
- Growth Mindset coaching and resilience
- Communication and Interpersonal Skills
- Industry Knowledge ( Product Knowledge ,regulatory and compliance requirements , market trends and client profiling )
- Goal Setting and Accountability
- Motivating and inspiring others
Personal Information
- ID Number: 8810310627082
- Date of Birth: 10/31/88
- Gender: Female
- Nationality: South African Citizen
- Driving License: Code 10
- Marital Status: Single
References
- Dembe Masithe Managing Director Raphathu Electrical Contact No: 072 452 4545
- Moabelo Richard Business Manager Old Mutual Assurance Company Contact No:015 287 4124/082 802 8935
Timeline
Financial Advisor
Old Mutual Life Assurance
08.2019 - Current
Secretary to Worksite Manager
Old Mutual
06.2014 - 07.2019
Human Resource Personnel
Raphathu Electrical
06.2012 - 05.2014
Grade 12 -
Marobathota High School
12.2005 - 12.2025
NDip - Human Resource Management
Tshwane University of Technology
Certificate - Payroll
Tshwane University of Technology
Certificate in Financial Planning ( 2 Module Left
Milpark Education
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